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| Provider | Service type | Compensation |
|---|---|---|
PENSION ADMINISTRATORS & CONSULTANT10+ years Service code 13 · EIN 43-1151881 1544 WOODLAKE DR · CHESTERFIELD, MO 63017 | Contract Administrator | $232,298 |
JW TERRILL INC4 years Filed as: JW TERRILL Service code 22 · EIN 43-1233416 825 MARYLAND CENTRE DR · CHESTERFIELD, MO 63017 | Insurance Broker | $41,653 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675941 ONE FINANCIAL BROADWAY · SAINT LOUIS, MO 63102 | Actuarial | $18,634 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 PO BOX 95093 · CHICAGO, IL 60694 | Accounting | $13,500 |
SCHUCHAT, COOK & WERNER10+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 555 WASHINGTON AVENUE · SAINT LOUIS, MO 63101 | Legal | $12,467 |
PRINCIPAL MUTUAL LIFE INSURANCE CO10+ years Service code 13 · EIN 43-1341466 PO BOX 9394 · DES MOINES, IA 50306 | Contract Administrator | $5,395 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | 316.95% | 14.46%+302.5pp | 13.13%+303.8pp | 13.02%+303.9pp |
| Employer contribution / active EE | $0 | $20,547-100.0% | $16,548-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $37-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |